Job Description
Duties: Utilize investor’s knowledge of macroeconomics and market solutions in obtaining new clients and retaining existing clients. Communicate financial market and macro-economic commentary to clients and prospects. Trade securities and invest capital on behalf of clients. Construct long term financial plans consistent with clients’ needs. Create investment portfolios for clients. Win new clients, as well as deepen and strengthen existing client relationships. Advise clients on aspects of capitalization, such as amounts, sources, or timing. Advanced knowledge in comparing various investment options for appropriateness in client portfolios. Forward looking financial analyst and planning based on specific client and prospect long- term goals and liabilities.
QUALIFICATIONS:
Minimum education and experience required: Bachelor’s degree in Finance, Economics, Accounting, or related field of study plus 7 years of experience in the job offered or as Investment Specialist, Investment/Portfolio Advisor, or related occupation.
Skills Required: Requires experience in the following: Excel Macros; Advanced Bloomberg functionality; Securities valuation using the discounted cash flow method; Advanced FactSet functionality; Estate planning techniques such as functional understanding of estate planning strategies to ensure investments are held in appropriate account structures; Financial Planning Modeling; and Closes sales of investment products such as structured notes, derivative instruments, hedge funds and private investments.
Job Location: 12860 El Camino Real, San Diego, CA 92130
Full-Time. Salary: $325,000.00 – $350,000.00 per year.
About Us
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.
The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the “WELL Health-Safety Rating” for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.
As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm’s current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm’s vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
Equal Opportunity Employer/Disability/Veterans
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.